Automate the creation of customers

To automate the creation of new customers, enable the autocreate customers setting.

• Go to your Settings 
  
  
  
• Automation
  
  
  
• Enable Autocreate customers and Autonumbering of your customers 
  
  
• Choose the starting value and template
  

For customers that haven't been saved to your list yet, the OCR pre-populates the customer's information.

To facilitate the sending of future invoices, you can choose a default delivery channel for all new customers:

This setting will be used for manual creation as well as automatic creation of customers and only applies to new customers, existing customers will not be affected.

Although this data is not required, you can also add your customer's VAT or IBAN number (if they have one) in order to make payments easier, match payments received, or even be able to easily find customers through search.

Click the Save button and your new client will be created.